Create Punch List Item - EcoSys - 3.01 - Help - Hexagon PPM

EcoSys Contracts Help (3.01)

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EcoSys
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EcoSys Standard Version
3.01

This procedure allows you to create a punch list items. For each punch list an Item ID is generated by the system. The item IDs are managed by the structure in the Contracts Setup screen (Contracts > Contract Setup > Contract Register - Register Admin tab). The punch list items are created with Draft status. After creating a punch list item, a log entry appears in the Log tab.

  1. Navigate to Contracts > Punch List.

  2. Click the Actions list and select Create Item.

  3. Click the Contract ellipsis to select the required contract. By default, the last selected contract appears.

    The Contract displayed in the green parameter bar at the top of the screen is the only contract available for selection in the Create Punch List Item dialog box.

  4. Type the required Punch List Item Name.

  5. (Optional) Click the Punch List Item Type ellipsis to select the required punch list item type.

  6. Click RUN and then OK.